職責

• Develops and Implements Strategic and Tactical Plans with Strong Considerations to Client Challenges
• Tailors Investment Strategies for Clients, Identifying Objectives and Constraints including Liquidity Needs and Tax Implications to Create Customized financial plans
• Reviews Client Information, including Financial Statements, Risk Investment Profile and Cash Availability
• Work Closely with Cross Functional Partners to Ensure Collaboration and Process Efficiencies Are Maintained
• Performs Investment Research and Stays Informed of Developments in Security Markets in order to Provide Clients with up to date Financial Guidance
• Learn Team Management through Utilizing the Full Capabilities of the Organization

申請方法

Direct Email at: clcynhr.aia@gmail.com; OR

Apply through: https://hk.jobsdb.com/hk/en/job/aia-business-management-trainee-financial-planning-iang-program-internship-100003009646234

職位詳情連結